Certified Financial Planner Certification
Module 1:
Foundation in Financial Planning

Associate Financial Planner Thumbnail @ TMC Academy

DURATION:
24 Hrs
2 weekdays evening per week over 4 weeks from 7-10pm
INTAKE:
24 Aug, 17 Sep, 19 Oct, 5 Nov
AWARDED BY:
Financial Planning Association of Singapore (FPAS)

Categories

Financial Planning

The objectives of this programme are to enable participants to understand the Foundation of Financial Planning. On successful completion of this programme, participants can apply for the Associate Financial Planner (AFPCM) certification.

The Associate Financial Planner (AFPCM) certification is an entry level certification in the financial planning sector. The AFPCM certification trains the individual to be competent to recommend general financial planning strategies and to advise on the appropriate selection and use of various financial products.

Upon attaining the AFPCM certification, participants may choose to pursue a CERTIFIED FINANCIAL PLANNER™/CFP® certification, which represents the gold standard of financial planning and wealth management. CFP® certificants are seen as the cream of the crop within the financial planning and wealth management industries.

Assessments are conducted by the Financial Planning Association of Singapore (FPAS).

Age

18 years old

Academic Qualification

Any of the followings:

  • GCE A level
  • Diploma
Self – Sponsored Company – Sponsored
Course Fee FPAS

Exam Fee

Total Fees Course Fee FPAS Exam Fee Total Fees
Fees (with GST) $1,179.00 $321.00 $1,500.00 $1,179.00 $321.00 $1,500.00
Fees (without GST) $1,101.87 $300.00 $1,401.87 $1,101.87 $300.00 $1,401.87
90% IBF-STS fee Subsidy 1,061.10 288.90 1,350.00 991.68 270.00 1,261.68
5% IBF Credit fee Subsidy 58.95 16.05 75.00 55.09 15.00 70.09
Total Subsidies $1,120.05 $304.95 $1,425.00 $1,046.77 $285.00 $1,331.77
*Fee Payable after Subsidies $58.95 $16.05 $75.00 $132.23 $36.00 $168.23
Self-sponsored individuals (SC/PRs) can receive $10 per training hour under the Training Allowance Grant (TAG) 24 Hrs X $10 = $240.00
Financial Institutions can receive $15 per training hour under the Training Allowance Grant (TAG) 24 Hrs X $15 = $360.00

Information on Institute of Banking and Finance Singapore (IBF) Fee Subsidy